Import multiple contact/companies to uta objects
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Revision as of 13:19, 19 June 2014 by Ciaran Donnelly (talk | contribs)
The main Settings page includes sections specific to level one, two and three records. Each of these sections includes options for importing contact and company records using an import wizard.
- Import Organizations - Associate existing organizations in your system with existing Level 1 objects.
- Import Contacts - Associate existing contacts in your system with existing Level 1 objects.
